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John Wiley & Sons Class A

248 hedge funds and large institutions have $1.6B invested in John Wiley & Sons Class A in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 88 increasing their positions, 73 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $556K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 33

26% more capital invested

Capital invested by funds: $1.27B → $1.6B (+$329M)

21% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 73

6% more funds holding

Funds holding: 235248 (+13)

4.13% more ownership

Funds ownership: 94.47%98.6% (+4.1%)

Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
51
Increased
88
Reduced
73
Closed
33
Calls
$1.67M
Puts
$556K
Net Calls
+$1.11M
Net Calls Change
-$450K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$9.22K +$2.5K +77 +47%
MEG
202
Millstone Evans Group
Colorado
$8.84K
RFP
203
Root Financial Partners
California
$7.58K +$4.34K +134 +206%
BCM
204
Boreal Capital Management
Florida
$7.47K
DWP
205
Destiny Wealth Partners
Florida
$7.2K +$6.13K +189 New
C
206
Covestor
United Kingdom
$7K +$5.61K +173 +4,325%
LI
207
LRI Investments
Florida
$5.18K +$843 +26 +24%
FHC
208
First Horizon Corporation
Tennessee
$4.57K
AAP
209
Arax Advisory Partners
Colorado
$4.42K +$3.01K +93 +404%
EP
210
Essential Partners
California
$4.38K -$681 -21 -15%
IAIM
211
International Assets Investment Management
Florida
$3.87K
FFA
212
Farther Finance Advisors
California
$3.79K -$4.34K -134 -58%
RIL
213
Rothschild Investment LLC
Illinois
$3.31K +$1.81K +56 +181%
Q1WB
214
Quest 10 Wealth Builders
Virginia
$3.24K
KFAS
215
Keating Financial Advisory Services
Kansas
$3.05K +$2.56K +79 +7,900%
RTL
216
Red Tortoise LLC
Georgia
$2.32K
Jones Financial Companies
217
Jones Financial Companies
Missouri
$2.22K
QL
218
Quarry LP
New York
$2.21K +$1.88K +58 New
WTC
219
WhitTier Trust Company
Nevada
$2.12K +$1.78K +55 New
WA
220
WPG Advisers
Maryland
$2.06K
AF
221
Advisornet Financial
Minnesota
$1.91K +$1.62K +50 New
SAM
222
Smartleaf Asset Management
Massachusetts
$1.78K -$17.6K -543 -92%
RF
223
Rossby Financial
Florida
$1.74K +$810 +25 +125%
CFO
224
CVA Family Office
Colorado
$1.68K +$1.43K +44 New
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$1.64K +$1.13K +35 +438%